Operations Automation
This is where the work stops being marketing. The chain between an accepted estimate and a paid invoice is the same nine steps every time, and doing it by hand is a job nobody was hired for.
- AcceptThe estimate is approved.
- ScheduleJob created, calendar updated.
- NotifyCustomer confirmed, crew dispatched.
- CompleteThe work is marked done in the field.
- InvoiceGenerated and sent without anyone opening a spreadsheet.
- CollectPayment request, and a chase if it goes unpaid.
- ReviewThe ask goes out while the job is still fresh.
- RetainThe customer enters a return campaign.
INSTALLWhat Gets Built
What we install.
- Scheduling
- Job creation and calendar writes triggered by the estimate, not by a person.
- Comms
- Customer confirmations and crew dispatch on the same trigger.
- Billing
- Invoice generation, payment requests, and unpaid follow-up.
- Reviews
- An automatic ask after every completed job.
- Retention
- Return and reactivation campaigns off the customer record.
RESULTWhat Changes
What you get out of it.
- The Google profile grows every week without anyone remembering to ask.
- Invoices go out the day the work finishes, not the Sunday after.
- What you have is no longer a set of tools. It is an operating system.
Not sure this is the pillar you need?
That is what the audit is for. Thirty minutes, a look at what you already have running, and a plan you keep either way.